Importing the Bank Statements

Bank Statement lists all the transactions occurred in a particular bank account. If your financial institution is not listed in SlickPie, you can add it manually and instead of getting automatic feeds through Link Bank, you have to manually import the statement.

Please note Most banks allow downloading transactions for previous 1-3 months only. To get the accurate account balance, make sure you have entered a correct closing balance of your bank account as an Opening Balance in SlickPie.

Step 1: Download Bank Statement

To import bank statement in SlickPie, you need to download your bank statement in CSV (Comma Separated File) or OFX (Microsoft Money) format. Most banks support both the formats. If the statements are not in CSV or OFX, you can use SlickPie Sample File to create one and modify it accordingly.

Please note If you are on Mac and using Excel to edit your CSV, please use 'Windows Comma Separated' (.csv) option.

1. Go to Accounts and click Bank Accounts.

2. Select the Bank Account you are downloading the statement and click Manage.

3. Go to Statements and select Bank Statements.

4. Click Import.

Step 2: Arrange the data in CSV file

Before importing the file in SlickPie, you need to arrange the data in CSV file downloaded from the bank. There are 2 scenarios as per the format available through a bank:

Scenario 1: If downloaded CSV file consists single column for the amount.